Equity Relationship Manager

ICICI Securities Limited; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

ICICI Securities Limited is seeking an experienced HNI advisory professional to manage high net-worth clients with strong knowledge of equity, derivatives and capital markets. You will drive growth through relationship management, client acquisition and cross-selling, delivering tailored investment solutions while maintaining compliance and a high standard of client service.

Qualifications include MBA or graduate degree and mandatory NISM certifications; 6 months to 8 years of relevant

Qualifications

• MBA or graduate degree required.
• NISM certifications mandatory.
• 6 months to 8 years of relevant experience in related field.

Responsibilities

• To be responsible for HNI equity advisory, client acquisition and dealing.
• To achieve Business Objectives of sales numbers, revenue and product mix.
• To improve business generation from new and existing clients.
• To cement existing relationships, develop new ones; strong service attitude.
• To identify the customer requirement and need gaps and work towards bridging the same.

Skills

HNI advisory

Equity knowledge

Derivatives knowledge

Capital markets

NISM certifications

Education

MBA / Graduate

Job description

Job Role and Responsibilities

HNI client advisory, dealing expertise with a strong knowledge of equity, derivatives,and capital markets, along with relevant NISM certifications

Responsible for managing HNI clients, providing equity advisory and dealing services. Drive business growth through relationship management, client acquisition and cross selling. Understand client needs and deliver suitable investment solutions.

Key Responsibilities

• To be responsible for HNI equity advisory, client acquistion and dealing.
• To achieve Business Objectives of sales numbers, revenue and product mix.
• To improve business generation from new and existing clients.
• To cement existing relationships, develop new ones; strong serviceattitude.
• To identify the customer requirement and need gaps and work towardsbridging the same.

Qualification

• MBA/ Graduate

Experience

• Relevant experience of 6 months – 8 years

Skills:

• Should be able to acquire, advise and handle relationships of top end clients.
• Should be proficient in equity and derivatives products and have understanding of equities markets.
• Should be certified in Equity and Derivative Segment
• Should have NISM –5A, 7, 8 16, (15 or 25A) certificates (Mandatory)